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Company profile: Geneva Advisors

1.1 - Company Overview

Geneva Advisors Logo

Geneva Advisors

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of fee-based, customized portfolio management and investment advisory services, offering equity and fixed income strategies as an independent Registered Investment Advisory firm with over $8 billion in assets under management; joining CIBC Atlantic Trust Private Wealth Management.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Geneva Advisors

Petra Funds Logo

Petra Funds

HQ: United States Website
  • Description: Provider of fund administration, compliance, GP administration, ESG advisory, and launch advisory/operational support for private equity, venture, and private debt funds. Services include accounting and reporting, meeting regulatory obligations, managing GP co-investing and carried interest, and ESG monitoring and disclosure programs.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Petra Funds company profile →
Carma Logo

Carma

HQ: Canada Website
  • Description: Provider of utilities submeters and utility billing solutions to condominiums, apartments, and commercial buildings.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Carma company profile →
Burford Capital Logo

Burford Capital

HQ: United States Website
  • Description: Provider of litigation finance and legal risk management services, corporate intelligence and judgment enforcement, asset recovery, and law firm financing. Funds commercial litigation and arbitration, helps mitigate legal risks, and supports recovery and enforcement, including the Equity Project financing matters led by underrepresented lawyers to advance DEI.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Burford Capital company profile →
SDCL Logo

SDCL

HQ: United Kingdom Website
  • Description: Provider of clean energy and energy efficiency project finance and asset management via specialist funds, delivering energy efficiency projects; on-site generation (solar, cogeneration, renewable heat); battery energy storage; and device-level energy monitoring. Also invests growth equity and manages the Green Energy Solutions Fund investing in Europe and the US, with government-partnered funds in the UK, Ireland and Singapore and launching in New York and China.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full SDCL company profile →
Irradiant Partners Logo

Irradiant Partners

HQ: United States Website
  • Description: Provider of alternative investment management focused on liquid credit, opportunistic credit, and renewable private equity and credit.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Irradiant Partners company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Geneva Advisors

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Geneva Advisors

2.2 - Growth funds investing in similar companies to Geneva Advisors

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4 - Top valuation comps for Geneva Advisors

4.2 - Public trading comparable groups for Geneva Advisors

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4.3 - M&A Transactions similar to Geneva Advisors

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Geneva Advisors

What does Geneva Advisors do?

Geneva Advisors is a provider of fee-based, customized portfolio management and investment advisory services, offering equity and fixed income strategies as an independent Registered Investment Advisory firm with over $8 billion in assets under management; joining CIBC Atlantic Trust Private Wealth Management.

Who are Geneva Advisors's competitors?

Geneva Advisors's competitors and similar companies include Petra Funds, Carma, Burford Capital, SDCL, and Irradiant Partners.

Where is Geneva Advisors headquartered?

Geneva Advisors is headquartered in United States.

How many employees does Geneva Advisors have?

Geneva Advisors has 1,000 employees 🔒.

When was Geneva Advisors founded?

Geneva Advisors was founded in 2010 🔒.

What sector and industry vertical is Geneva Advisors in?

Geneva Advisors is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Geneva Advisors

Who are the top strategic acquirers in Geneva Advisors's sector and industry

Top strategic M&A buyers and acquirers in Geneva Advisors's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Geneva Advisors?

Top strategic M&A buyers groups and sectors for Geneva Advisors include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Geneva Advisors's sector and industry vertical

Which are the top PE firms investing in Geneva Advisors's sector and industry vertical?

Top PE firms investing in Geneva Advisors's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Geneva Advisors's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Geneva Advisors's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Geneva Advisors's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Geneva Advisors include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Geneva Advisors's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Geneva Advisors?

The key public trading comparables and valuation benchmarks for Geneva Advisors include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Geneva Advisors for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Geneva Advisors with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Geneva Advisors's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Geneva Advisors with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Geneva Advisors's' sector and industry vertical?

Access recent funding rounds and capital raises in Geneva Advisors's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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